Thought Leadership

January 7, 2021

WE Family Offices Shortlisted for 2021 PAM Awards

We are pleased to announce that WE Family Offices has been shortlisted for the 2021 Private Asset Management (PAM) Awards in the Best Family Office – Due Diligence Processes category.

For the past two decades, the PAM Awards have recognized the most elite investment professionals, wealth advisors, legal firms, consultants and other key service providers in the private wealth management industry by acknowledging their achievement throughout the last year.

The judging process consists of an independent panel comprised of industry experts, selected based upon their wealth of experience and expertise, as well as their absence of conflicts of interest. This expert panel will determine the winners of each category for this year’s PAM Awards by analyzing a mixture of qualitative and quantitative performance indicators, which may include financial performance, investment performance, growth, client satisfaction levels and innovation.

Commenting on the firm’s shortlisting, WE Family Offices Managing Partner Michael Zeuner said, “As a family office company, one of our main focuses is providing effective qualitative and quantitative due diligence to ensure every investment decision aligns with a family’s overall wealth goals. It is an honor to have our commitment to due diligence recognized by the PAM Awards.”

The winners of this year’s PAM Awards will be announced during a virtual awards ceremony on February 10, 2021. More information regarding the awards is available here.

 

Important Disclosure: This material includes references to financial media firms and awards pertaining to third-party ratings and rankings of WE Family Offices LLC (“WE Family”), that may be public information in the ordinary course of its business, and such firms are not affiliated or related to WE Family.  These firms may have independently provided WE Family with a questionnaire or survey as structured by the firms and used in the preparation of the third-party rating or ranking and not designed or prepared to produce any predetermined result. WE Family does not compensate directly or indirectly such firms in connection with obtaining or using the third-party rating or rankings. This rating was confirmed in January of 2021 based on data within a 12-month period. The Private Asset Management Awards created and tabulated the rating; judging panels made decisions based on award-specific methodology.

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